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Fidelity Investments

10500 NE 8th St #100
Bellevue, WA 98004 800-344-1783

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Advice exceeds execution. Necessary to carefully track activity to ensure correct... - Nov 30, 2024

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Merrill Lynch Wealth Management

10400 NE 4th St
Bellevue, WA 98004 800-876-0503

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I've been with them for years! - Oct 22, 2023

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Paul R Ried Financial Group

10801 Main St #201
Bellevue, WA 98004 425-646-6777

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Good advice but too expensive ... 1.5% of your investments. Is their advice... - Nov 22, 2014

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UBS Financial Services

225 108th Ave NE #800
Bellevue, WA 98004 425-451-2300

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Brenda Berg at UBS Financial is absolutely excellent. We've entrusted our finances... - Jul 05, 2016

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Wells Fargo Advisors

777 108th Ave NE #2500
Bellevue, WA 98004 425-462-7017

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Agree that Mary Kay is a jewel. She has done great by us, even in the economic... - Apr 13, 2023

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Equitable Advisors

10500 NE 8th St #1600
Bellevue, WA 98004 206-728-2400

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No raters have left a written comment.

Snider Financial Group

12505 Bel-Red Rd
Bellevue, WA 98005 425-453-7080

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We are pleased with the work they do for us and we are making good money. - Oct 18, 2024

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Ameriprise Financial

11400 SE 8th St #445
Bellevue, WA 98004 425-709-0780

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Team approach with primary advisor tapping into a wealth of resources and experiences... - Feb 25, 2023

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Ameriprise Financial

929 108th Ave NE #1200
Bellevue, WA 98004 425-201-0719

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We feel confident with the direction we get from our Financial Advisor in these... - Jan 26, 2019

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Boone Wealth Advisors

777 108th Ave NE #2230
Bellevue, WA 98004 425-462-6406

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Easy to work with, available for questions, very good returns. - May 06, 2022

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Morgan Stanley Financial Advisors

500 108th Ave NE #1900
Bellevue, WA 98004 425-453-5800

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Perhaps better at managing their own income vs my own assets. - Aug 30, 2023

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Raymond James

11747 NE 1st St #202
Bellevue, WA 98005 425-451-9502

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Andrew and Thomas have been taking very good care of our 401(k) accounts... - Jun 24, 2022

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Juetten Personal Financial

14205 SE 36th St #100
Bellevue, WA 98006 425-373-9393

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I trust Steve Juetten for his integrity, humor and reliability. He holds himself... - Apr 09, 2020

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Bank of America

10400 NE 4th St
Bellevue, WA 98004 425-467-9701

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No raters have left a written comment.

D A Davidson

10400 NE 4th St #400
Bellevue, WA 98004 425-467-2200

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Mike Bell and Ali Fialho have been our greatest asset in our transition to... - Oct 29, 2020

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Pathstone

225 108th Ave NE #400
Bellevue, WA 98004 425-646-7600

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No raters have left a written comment.

Vestory

2821 Northup Way #150
Bellevue, WA 98004 800-386-3004

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Claiming that they are fiduciaries and basing fees under Asset Under Management... - Sep 21, 2021

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Ameriprise Financial

10655 NE 4th St #503
Bellevue, WA 98004 425-460-9025

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Can't say enough good about our advisor; she has handled our financial affairs... - Jul 23, 2015

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Ameriprise Financial

4055 Lake Washington Blvd NE #200
Kirkland, WA 98033 425-869-7100

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Absolutely the best people and the best performance - Jun 13, 2021

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Capital Planning

10900 NE 4th St #2300
Bellevue, WA 98004 425-643-1800

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Staff very attentive to my needs and level of risk desired. - Feb 07, 2014

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.